Account Type******** ********Account Owner******** ********Account Opps/Deals****** *****Closed Won • Feb 25**K $Closed
*** ***Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
Blue Ocean Wealth SolutionsWealth Management AdvisorJul 16 - PresentMetlifeFinancial PlannerJul 08- Jun 16Edward JonesFinancial PlannerFeb 05- Jul 08
Cassandra DelmastroFinancial Planning AssistantView Profile, Cassandra DelmastroKeegan RayFinancial Planning And Analysis ManagerView Profile, Keegan RaySusie BaumanDirector Finance Transformation OfficeView Profile, Susie Bauman